Wealth Management Specialist
9 hours ago
We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with our clients, understanding their financial needs and providing personalized guidance and recommendations.
- Financial Planning: Develop and implement comprehensive financial plans for our clients, taking into account their investment goals, risk tolerance, and time horizon.
- Investment Solutions: Provide clients with a range of investment solutions, including retirement plans, investment portfolios, and other financial products.
- Communication and Education: Communicate complex financial information to clients in a clear and concise manner, and educate them on various investment options and strategies.
- FINRA Licenses: Hold a Series 7 and Series 66 license, or be able to obtain them within a reasonable timeframe.
- Education and Experience: Possess a degree in a related field, such as finance or accounting, and have relevant work experience in the financial services industry.
- Skills and Abilities: Demonstrate strong communication and interpersonal skills, with the ability to build trust and rapport with clients. Possess a keen understanding of financial markets and investment products, and be able to analyze complex financial data.
As a Wealth Management Specialist at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are dedicated to helping our clients achieve their financial goals. We offer a competitive compensation package, including a base salary, bonuses, and benefits. Additionally, we provide ongoing training and development opportunities to help you advance your career and stay up-to-date with industry developments.
Why Join Fidelity InvestmentsFidelity Investments is a leading provider of financial services, with a long history of innovation and excellence. We are committed to helping our clients achieve their financial goals, and we are seeking talented professionals who share our values and vision. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.
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